Project Details

Report Highlights:
- Analyzed sales data for growth and seasonal trends.
- Assessed market and regional performance with filters.
- Examined product performance and identified top-performing customers, noting FY 2021 improvements.
- Explored Profit and Loss reports for financial insights, including monthly and quarterly revenue and expenses.
- Generated customized P&L reports and highlighted yearly revenue, costs, and profitability.

Key Steps from Excel Project:
- Conducted ETL using Power Query and performed Data Modeling with Power Pivot.
- Created Pivot Tables for reports and learned basic and advanced formulas.
- Enhanced visual data representation and executed powerful data transformations.
- Developed effective data models and explored DAX formulas.
- Navigated finance metrics for comprehensive financial analysis.

Project Details

Key Metrics Analyzed:

Sales Performance: Gross Sales, Net Invoice Sales, Net Sales.
Profitability: Net Profit, Gross Margin, Cost of Goods Sold (COGS).
Deductions: Pre-Invoice and Post-Invoice Deductions.
Error Metrics: Net Error, Absolute Net Error.
Forecasting: Year to Date (YTD), Year to Go (YTG), Forecast Accuracy.

Skills & Techniques Applied:

Data Transformation and Loading: Efficiently handled large datasets using Power Query and DAX.
Advanced Data Modeling: Implemented robust data models and calculated columns.
Dynamic Visualizations: Created interactive dashboards with dynamic titles, bookmarks, and toggle buttons.
KPI Implementation: Developed and visualized key performance indicators.
Report Optimization: Enhanced performance by disabling unnecessary loads and validating data accuracy.

Live Interactive Dashboard

Project Details

- Retrieved managers’ names and store addresses for personal meetings.
- Compiled a detailed inventory list including store_id, inventory_id, film name, film rating, rental rate, and replacement cost.
- Provided a summary level overview of the inventory, detailing the number of items per rating at each store.
- Analyzed the diversification of the inventory in terms of replacement cost, assessing potential risks associated with film categories becoming unpopular.
- Compiled a list of all customers, their store preference, activity status, and full addresses.
- Calculated the total lifetime rentals and sum of all payments collected from each customer, identifying the most valuable customers.
- Compiled a list of board advisors and investors, noting their roles and affiliations.
- Assessed the coverage of most-awarded actors in the film inventory.

Project Details

1. Monthly Product Sales Report: Generated detailed monthly sales reports at the product code level, enabling product owners to track and analyze individual product performance.
2. Aggregate Monthly Gross Sales Report: Created comprehensive monthly gross sales reports, facilitating better relationship management with Croma India based on sales performance.
3. Top Market, Products, and Customers Analysis: Identified top markets, products, and customers by net sales in millions using advanced MySQL views.
4. Top N Products by Division: Developed reports highlighting the top N products by quantity sold for each division within a given financial year.
5. Forecast Accuracy for Customers: Analyzed and reported forecast accuracy to improve demand planning and inventory management.

Key Learnings:
- Mastered multi-table joins, stored procedures, and views.
- Utilized user-defined functions, window functions, and common table expressions.